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Best financial advisors in Kleberg, TX

Registered advisers within 25 miles of Kleberg, TX.

Offices
1,410
Firms
781
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
41.5M
41,476,918 clients when Item 5C has a number
Avg / client
$485.9K
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FPC FUND I GP, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
N2 CAPITAL MANAGEMENT, LP
LAGRANDE GLOBAL LLC
APELLA WEALTH

Investors

RUSSELL EUGENE SHAUL
Gregory Lee Pharris
JAMES ALBERT WADE
Brett Austin Hensley
Tasha Nicole Cunningham
Fay RoseMarie Keane-Headley
CHRISTOPHER DAVIS JORDAN
Jason Crenshaw
Nicholas Cason
DIANA F FARRAR
TED JAMES PERRY
CLARENCE ROY GOFORTH
Bryan Webb
Jordan B Webb
NICK LAMB
Jesus Gamez
Richard Andrew Salmeron
Flor Yesenia Martinez
SHAWN CHRISOPHER HINER-LEAMON
DIANA LYNN BACON
Josue E Gonzalez
DANIEL WOROBIEC
Chad Arnold

Within 25 miles of Kleberg, TX, Best Investors lists 781 registered investment advisory firms with 1,410 offices nearby, managing about $20.2T in combined regulatory AUM across 41,476,918 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Kleberg

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM